Estate Planning Aspects of IRAs and Retirement Plans

167 topics in this forum

1. Living trust vs. children as beneficiary of Roth IRA

   By Guest Jim Collins, May 13, 2001
   • 1 reply
   • 3k views
   • 
   • Fred Payne
   • May 25, 2001

2. HOW DO I TRANSFER AN IRA AND UTILIZE THE UNIFIED TAX CREDIT?

   By Guest AdhLaw, September 28, 2000
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • October 3, 2000

3. Executor Fees

   By Guest David B, October 27, 2014
   • 1 reply
   • 1.9k views
   • 
   • Flyboyjohn
   • October 27, 2014

4. Plan Distributions to Multiple Benificiaries of Trust

   By Guest jmeyer61, April 9, 2005
   • 1 reply
   • 4.1k views
   • 
   • Everett Moreland
   • April 10, 2005

5. Death of sole Trustee

   By Egold, October 1, 2020
   • 1 reply
   • 880 views
   • 
   • david rigby
   • October 1, 2020

6. leaving a 403b account as part of an estate

   By Guest ckrich, April 12, 2002
   • 1 reply
   • 4.2k views
   • 
   • mbozek
   • April 13, 2002

7. TEFRA 242(b)(2) election... Somebody must remember this

   By Guest PALAWYER, January 14, 1999
   • 1 reply
   • 3.7k views
   • 
   • Guest
   • January 14, 1999

8. Roth Beneficiary

   By Guest Upland, January 30, 1999
   • 1 reply
   • 3.5k views
   • 
   • Guest
   • January 31, 1999

9. Special Needs Trust as IRA Beneficiary

   By Christine Roberts, July 26, 2007
   • 1 reply
   • 5.3k views
   • 
   • Bruce Steiner
   • December 21, 2008

10. Funding a bypass trust

    By Guest Mary Ann, May 18, 1999
    • 1 reply
    • 3.4k views
    • 
    • Guest
    • May 21, 1999

11. New Estate & Gift Tax Rules for 2011

    By ERISA1, December 21, 2010
    • 1 reply
    • 3.4k views
    • 
    • GMK
    • December 21, 2010

12. Disclaimer of IRA to fund By Pass Trust

    By Guest bmorr, July 3, 1999
    • 1 reply
    • 2.8k views
    • 
    • Bruce Steiner
    • July 4, 1999

13. Naming Private Foundation as Beneficiary of IRA

    By chris, July 6, 1999
    • 1 reply
    • 3.4k views
    • 
    • Guest
    • July 6, 1999

14. Online article by Merv Wilf about IRA beneficiaries (7/6/99); won't la

    By Dave Baker, July 9, 1999
    • 1 reply
    • 2.4k views
    • 
    • Bruce Steiner
    • July 11, 1999

15. Splitting an IRA to name a charity as beneficiary after age 70 1/2

    By Guest Carolyn, August 6, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 6, 1999

16. estate planning and esops

    By Guest Angie Horn, September 27, 1999
    • 1 reply
    • 2.2k views
    • 
    • Bruce Steiner
    • September 29, 1999

17. charitable beneficiary designation

    By Guest sjh, September 28, 1999
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • October 7, 1999

18. IRD Deduction Calculation

    By Guest Dale, October 13, 1999
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • October 28, 1999

19. Estate Planning with Prepaid Tuition

    By Guest Dale, November 3, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • November 6, 1999

20. RMD from each inherited IRA or any inherited IRA?

    By Guest Dale, November 8, 1999
    • 1 reply
    • 2.2k views
    • 
    • Bruce Steiner
    • November 8, 1999

21. Surviving Spouse Options

    By Guest ptpnthr, March 2, 2004
    • 1 reply
    • 4.1k views
    • 
    • Mary Kay Foss
    • March 6, 2004

22. Roth Conversion in year of death

    By Guest Dale, December 7, 1999
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • December 14, 1999

23. Deductibility of DB Plan contributions for sole prop in NJ

    By Old Reliable, March 27
    • 1 reply
    • 478 views
    • 
    • BG5150
    • March 27

24. Are inheritance taxes required on a small estate?

    By Santo Gold, October 18, 2005
    • 1 reply
    • 4.8k views
    • 
    • mbozek
    • October 18, 2005

25. Another Multiple Beneficiary Issue

    By Guest RPSS, March 22, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 23, 2000

26. Power of Personal Representative

    By Guest RW, April 17, 2000
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • April 22, 2000

27. SBC/Airtouch

    By Bruce Steiner, April 24, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • April 30, 2000

28. Small Benefits Payable to Estate

    By Guest beppie_stark, October 21, 2009
    • 1 reply
    • 3k views
    • 
    • K2retire
    • October 21, 2009

29. Taxation of Earnings

    By joel, August 14, 2014
    • 1 reply
    • 2.7k views
    • 
    • Bird
    • August 15, 2014

30. MRD's for IRA's: Seperate Plans or Seperate Accounts?

    By Guest reg_h2b, December 6, 2000
    • 1 reply
    • 3.4k views
    • 
    • IRC401
    • December 8, 2000

31. Change in beneficiary of an IRA account after death of owner

    By Guest jseramone, January 20, 2001
    • 1 reply
    • 4.1k views
    • 
    • IRC401
    • January 22, 2001

32. Valuation of Private Annuity

    By Gary, July 16, 2004
    • 0 replies
    • 3.5k views
    • 
    • Gary
    • July 16, 2004

33. my dad needs tax deducation

    By Guest bus9, February 18, 2005
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • February 18, 2005

34. Bankruptcy laws in California vs. Florida

    By Guest nolan, July 23, 2009
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • July 23, 2009

35. Employer Payments to Family of Deceased Employee

    By Guest bigred947, September 28, 2004
    • 0 replies
    • 3.8k views
    • 
    • Guest
    • September 28, 2004

36. Conversion to Roth IRA with DB Trust for Grandchildren as Beneficairies

    By Guest Paul Cheverton, December 6, 2005
    • 0 replies
    • 3.4k views
    • 
    • Guest
    • December 6, 2005

37. Can an IRA hold more than 10% of a company

    By Guest JM123, December 11, 2009
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • December 11, 2009

38. Form 5495

    By shERPA, May 19, 2022
    • 0 replies
    • 775 views
    • 
    • shERPA
    • May 19, 2022

39. spousal rollover under new proposed regulations

    By Guest Kurt_Johansen, November 6, 2001
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • November 6, 2001

40. Suggestions wanted for article topics

    By Bruce Steiner, May 31, 1999
    • 0 replies
    • 2.2k views
    • 
    • Bruce Steiner
    • May 31, 1999

41. Deceased Participant Owed Corrective Distribution

    By Guest SHM, December 31, 2008
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 31, 2008

42. Alternate value date

    By Guest Bernard F, November 6, 2001
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • November 6, 2001

43. Disclaim a 403-b to a credit shelter trust or convert to a Roth ???...

    By Guest TMary, August 9, 1999
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • August 9, 1999

44. required minimum distributions

    By Guest kurt johansen, August 16, 1999
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • August 16, 1999

45. Year End Sales in a Maritial Trust

    By Guest Dale, August 28, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 28, 1999

46. Can a spouse use a 72(t) roll out without spouses consent?

    By Guest evastein, October 7, 1999
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 7, 1999

47. Private Foundation as Beneficiary/Excise Tax

    By KJohnson, October 28, 1999
    • 0 replies
    • 2.6k views
    • 
    • KJohnson
    • October 28, 1999

48. Term Certain or Adjusted Term Certain for Heirs when inherited after R

    By Guest Dale, November 8, 1999
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 8, 1999

49. Trust As Beneficiary Of An IRA

    By Guest J Singletary, November 19, 1999
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • November 19, 1999

50. Partial disclaimer of IRA

    By Guest Steve Palmer, December 16, 1999
    • 0 replies
    • 4k views
    • 
    • Guest
    • December 16, 1999